CM&AA #83: October 17 - November 16, 2023 - Online

Middle-market M&A ecosystem and trends
M&A process from deal origination to due diligence to financial modeling to business valuation to deal structuring & negotiation to transaction closing
Corporate M&A and investment banking structuring techniques
Financing strategies for growth and acquisition
M&A valuation approaches and methodologies including LBO modeling
M&A tax issues, new laws, and strategies
M&A legal structures, strategies, challenges, and concerns
Sell-side M&A process – Learn the process from the industry leaders
Buy-side M&A process – How to successfully and efficiently grow by acquisition
Operating frameworks for creating shareholder value
Growth strategies that work – What private equity firms look for in acquisition candidates
How to prepare a privately held company for a liquidity event

The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys, and other experienced corporate financial advisors, AM&AA’s 1100+ professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.

AM&AA members represent sellers and buyers of businesses ranging from $5 to $500 million in transaction value. Their services are seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory, and many other transaction services.

AM&AA members convene regularly for training and continuing education at the semi-annual conferences and CM&AA programs. The semi-annual conferences cover a wide range of topics of interest to our members, but most importantly, AM&AA members gain the most benefit from the networking opportunities available to them and their middle market advisory colleagues.